Principia Wealth Advisory, LLC Vanguard Whitehall Fds Intl Hi Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding VYMI
# of Institutions
620Shares Held
53.6MCall Options Held
2.9KPut Options Held
1.2K-
Morgan Stanley New York, NY4.48MShares$339 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.62MShares$274 Million0.02% of portfolio
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Orgel Wealth Management, LLC2.58MShares$195 Million5.27% of portfolio
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Wells Fargo & Company San Francisco, CA1.83MShares$138 Million0.03% of portfolio
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Captrust Financial Advisors Raleigh, NC1.8MShares$136 Million0.36% of portfolio